MONTHLY
Patient Management, look at the last 30 days of new patients by selecting the filter by 'first visit date' and selecting the last 30 days.
Do they have the correct insurance? Do they have tags? If you set up your own category of tags, are the appropriate ones used? If you have fee schedules, casetypes, etc, do they match up? Does everyone have referral sources, and emails (are they correct? typos in Gmail for eg). Does everyone have a diagnosis?
You may have your own category of tags that you use in your office and this is an easy way to visualize those tags in this view. If you expect all your new patients to be told about your referral program, attend a new patient workshop and get one set of corrective exercises, this is an easy way to visualize if your team is doing the work.
Statistics - Ideally, you have created a custom report.
Milestone report will show you specifically what visit patients leave your practice at. You can see if the drop off is between certain visit numbers, giving you the opportunity to fix the problem.
TrackStat 101 - How to best use TrackStat MONTHLY: Office Manager, Owner
Updated this week